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Home > Retirement Planners > new york > north white plains > ASPIRE ADVISORS, LLC
ASPIRE ADVISORS, LLC
661 North Broadway
North White Plains, New York 10603
Tel: 877-760-3540
About ASPIRE ADVISORS, LLC
ASPIRE ADVISORS, LLC, formally registered with the SEC as ASPIRE ADVISORS, LLC. The firm was established in 02/01/2013. They have over 1 offices throughout the country.
ASPIRE ADVISORS, LLC is a North White Plains, New York based Financial Planning firm with nearly $104,650,885 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150652 |
| SEC# | 801-77599 |
| Assets Managed by Firm | $104,650,885 |
| No. of Clients | 210 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 210 | $104,650,885 |
| Individuals (other than high net worth individuals) | 106 | $31,289,900 |
| High net worth individuals | 32 | $66,016,246 |
| Corporations or other businesses | 1 | $7,344,739 |
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